Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESTWOOD ADVISORS GROUP LLC | Stock | 1101 | $970,280 | 3,736 | 0.00 | 0.00 | -54 | -1.42 | 12-31-2023 |
TEVIS INVESTMENT MANAGEMENT | COM | 1102 | $1,053,970 | 3,731 | 0.00 | 0.00 | -49 | -1.30 | 03-31-2024 |
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 1103 | $801,003 | 3,723 | 0.00 | 0.00 | -687 | -15.58 | 06-30-2023 |
FAIRHAVEN WEALTH MANAGEMENT LLC | COM | 1104 | $965,605 | 3,719 | 0.00 | 0.00 | 3 | 0.08 | 12-31-2023 |